WK icon

Workiva
WK

Overview Fund Activity

270 hedge funds and large institutions have $3.75B invested in Workiva in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 101 reducing their positions, and 37 closing their positions.

Holders
270
Holders Change
+9
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
93
Reduced
101
Closed
37
Calls
$30.1M
Puts
$1.7M
Net Calls
+$28.4M
Net Calls Change
+$26.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
BCM
2
Brown Capital Management
Maryland
$22.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$385M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.3M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$167M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$13M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$59.7M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$59.8M
4
BlackRock
4
BlackRock
New York
$292M
5
PIMC
5
Praesidium Investment Management Company
New York
$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHP
276
Washington Harbour Partners
Virginia
– -$2.44M -31,388 Closed
WCA
277
Whetstone Capital Advisors
Kansas
– -$2.21M -28,388 Closed
E
278
Ergoteles
New York
– -$1.53M -19,651 Closed
JF
279
Jump Financial
Illinois
– -$1.42M -18,297 Closed
Tudor Investment Corp
280
Tudor Investment Corp
Connecticut
– -$1.41M -18,057 Closed
PAM
281
Panagora Asset Management
Massachusetts
– -$1.36M -17,496 Closed
Holocene Advisors
282
Holocene Advisors
New York
– -$1.36M -17,437 Closed
CM
283
Crestline Management
Texas
– -$1.04M -13,417 Closed
CSS
284
Cubist Systematic Strategies
Connecticut
– -$903K -11,603 Closed
SSG
285
Summit Securities Group
New York
– -$778K -10,000 Closed
Schroder Investment Management Group
286
Schroder Investment Management Group
United Kingdom
– -$610K -8,013 Closed
Verition Fund Management
287
Verition Fund Management
Connecticut
– -$623K -8,013 Closed
QT
288
Quantbot Technologies
New York
– -$501K -6,445 Closed
GCP
289
GSA Capital Partners
United Kingdom
– -$441K -5,670 Closed
TI
290
Trexquant Investment
Connecticut
– -$431K -5,535 Closed
QT
291
Quantamental Technologies
New York
– -$417K -5,361 Closed
Voloridge Investment Management
292
Voloridge Investment Management
Florida
– -$417K -5,356 Closed
SPM
293
Symmetry Peak Management
Pennsylvania
– -$389K -5,000 Closed
CP
294
CenterBook Partners
Connecticut
– -$380K -4,888 Closed
ACM
295
AlphaCrest Capital Management
New York
– -$378K -4,862 Closed
VCA
296
Verdence Capital Advisors
Maryland
– -$234K -3,011 Closed
Acadian Asset Management
297
Acadian Asset Management
Massachusetts
– -$146K -1,877 Closed
GWSG
298
GPS Wealth Strategies Group
Colorado
– -$70K -900 Closed
BBHC
299
Brown Brothers Harriman & Co
New York
– -$25K -322 Closed
AFS
300
Annapolis Financial Services
Maryland
– -$5K -67 Closed
9 10 11
12
13